See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,532 | $202,432-65.7% | $169,368-58.9% | $139,434-50.1% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 19.88% | 531.74%-511.9pp | 405.60%-385.7pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,293 | $4,692-29.8% | $4,013-17.9% | $4,751-30.7% |
| Participant deferral / active EE | $17,333 | $6,938+149.8% | $6,221+178.6% | $6,710+158.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |